JPM icon

JPMorgan Chase
JPM

Overview Fund Activity

1,940 hedge funds and large institutions have $183B invested in JPMorgan Chase in 2015 Q4 according to their latest regulatory filings, with 196 funds opening new positions, 767 increasing their positions, 757 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
+109
Holders Change %
+5.95%
% of All Funds
50.95%
Holding in Top 10
444
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+2.54%
% of All Funds
11.66%
New
196
Increased
767
Reduced
757
Closed
63
Calls
$2.31B
Puts
$2.82B
Net Calls
-$514M
Net Calls Change
-$1.02B

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$1.24B
2
Capital World Investors
2
Capital World Investors
California
$7.39B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$14.4B
4
Capital International Investors
4
Capital International Investors
California
$803M
5
Primecap Management
5
Primecap Management
California
$944M

Top Sellers

1
LTI
1
Laffer Tengler Investments
Tennessee
$2.27B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.85B
3
SC
3
Sculptor Capital
New York
$2.44M
4
Northern Trust
4
Northern Trust
Illinois
$3.3B
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$481M
Name Holding Trade Value Shares
Change 		Shares
Change %
DILH
326
Dai-ichi Life Holdings
Japan
$35.2M +$119K +1,804 +0.3%
Mitsubishi UFJ Asset Management
327
Mitsubishi UFJ Asset Management
Japan
$35.2M +$1.86M +28,218 +6%
NG
328
NatWest Group
United Kingdom
$35M -$22M -333,563 -39%
UB
329
UMB Bank
Missouri
$34.9M +$290K +4,393 +0.8%
CBOA
330
Commonwealth Bank of Australia
Australia
$34.8M -$4.99M -75,600 -13%
TCT
331
TIAA CREF Trust
Missouri
$34.7M +$1.16M +17,496 +3%
CIBC World Market
332
CIBC World Market
Ontario, Canada
$34.3M +$3.34M +50,638 +11%
Commonwealth Equity Services
333
Commonwealth Equity Services
Massachusetts
$34.3M +$2.27M +34,348 +7%
WF
334
Welch & Forbes
Massachusetts
$34.2M +$763K +11,559 +2%
Janney Montgomery Scott
335
Janney Montgomery Scott
Pennsylvania
$34M +$1.98M +29,947 +6%
CI
336
Clal Insurance
Israel
$33.9M +$196K +2,963 +0.6%
Asset Management One
337
Asset Management One
Japan
$33.7M -$2.46M -36,758 -7%
DK
338
Darrell & King
Virginia
$33.5M +$33.5M +507,059 New
Capital Fund Management (CFM)
339
Capital Fund Management (CFM)
France
$33.4M +$33.4M +506,158 New
Lazard Asset Management
340
Lazard Asset Management
New York
$33.2M -$1.35M -20,374 -4%
SC
341
Scotia Capital
Ontario, Canada
$33.1M +$1.22M +18,521 +4%
RCM
342
Redwood Capital Management
New York
$33M – – –
WT
343
Washington Trust
Rhode Island
$32.9M +$22.6K +343 +0.1%
DGHMC
344
Dalton, Greiner, Hartman, Maher & Co
New York
$32.6M -$3.85M -58,259 -11%
OC
345
Oakmont Corp
California
$32.4M -$607K -9,190 -2%
LS
346
Livforsakringsbolaget Skandia
Sweden
$32.2M +$4.7M +71,200 +17%
SG
347
Swarthmore Group
Pennsylvania
$32M +$32M +484,225 New
ALA
348
Atherton Lane Advisers
California
$32M +$2.77M +41,950 +9%
MSA
349
Mason Street Advisors
Wisconsin
$31.8M +$160K +2,423 +0.5%
PA
350
Pinnacle Associates
New York
$31.8M +$125K +1,897 +0.4%
12 13
14
15 16